UMB Bank’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
398
+10
| +3% | +$2.7K | ﹤0.01% | 800 |
|
|
2025
Q1 | $77.5K | Buy |
388
+161
| +71% | +$32.2K | ﹤0.01% | 875 |
|
|
2024
Q4 | $62.9K | Buy |
227
+25
| +12% | +$6.93K | ﹤0.01% | 826 |
|
|
2024
Q3 | $51.2K | Buy |
202
+73
| +57% | +$18.5K | ﹤0.01% | 867 |
|
|
2024
Q2 | $26.9K | Buy |
129
+1
| +0.8% | +$208 | ﹤0.01% | 986 |
|
|
2024
Q1 | $24.7K | Buy |
128
+10
| +8% | +$1.93K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $20.2K | Hold |
118
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q3 | $16.3K | Hold |
118
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q2 | $14.6K | Hold |
118
| – | – | ﹤0.01% | 1184 |
|
|
2023
Q1 | $13.6K | Hold |
118
| – | – | ﹤0.01% | 1203 |
|
|
2022
Q4 | $13K | Sell |
118
-5
| -4% | -$551 | ﹤0.01% | 1216 |
|
|
2022
Q3 | $10K | Sell |
123
-83
| -40% | -$6.75K | ﹤0.01% | 1302 |
|
|
2022
Q2 | $19K | Buy |
206
+190
| +1,188% | +$17.5K | ﹤0.01% | 1195 |
|
|
2022
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 1813 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1801 |
|